User Roles
Admin: Admin is the most powerful role type in Yonda and allows access to all features within the portal. Only this user has access to setting up integrations, adding users, and uploading data.
Member: Member users have visibility to all features within the Yonda Portal, however can not update settings, integrations, and upload data.
You must have at least one Admin user.
How to Invite a New User
1. Click "Settings"
2. Click "User Management"
3. Click "Add User"
4. Input the user fields.
5. Select the user "Role"
6. Click "Create User"
Note: To log in for the first time, the user will need to perform a password reset – click the "forgot password" button and enter your email. You will receive an email with instructions to create your new password.
Deactivate vs Delete User
If you need to remove a user from accessing the Yonda Portal, there are two options for this:
Deactivate: For users who will temporarily not need access to Yonda, but may need access again in the future.
Delete: For users who have been offboarded and you no longer want to have access to Yonda again.
How to Deactivate a User
1. Click the "Pencil Icon" on the user
2. Select "Deactivated" from Role dropdown
3. Click "Save Changes"
How to Delete a User
1. Click "Trash Icon" on the user
2. Click "Yes, Confirm"
